1858 Wealth Management LLC Sells 3,606 Shares of Vertiv Holdings Co. $VRT

1858 Wealth Management LLC trimmed its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 13.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,125 shares of the company’s stock after selling 3,606 shares during the period. Vertiv accounts for 2.4% of 1858 Wealth Management LLC’s portfolio, making the stock its 11th largest holding. 1858 Wealth Management LLC’s holdings in Vertiv were worth $3,489,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Norges Bank purchased a new position in shares of Vertiv in the second quarter valued at about $538,132,000. Winslow Capital Management LLC purchased a new position in Vertiv in the 2nd quarter worth approximately $459,284,000. Schroder Investment Management Group boosted its stake in Vertiv by 148.0% in the 3rd quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company’s stock worth $275,885,000 after purchasing an additional 1,091,210 shares during the period. SG Americas Securities LLC boosted its stake in Vertiv by 102.7% in the 2nd quarter. SG Americas Securities LLC now owns 26,837 shares of the company’s stock worth $3,446,000 after purchasing an additional 1,026,837 shares during the period. Finally, Invesco Ltd. grew its holdings in Vertiv by 20.9% during the 2nd quarter. Invesco Ltd. now owns 5,931,488 shares of the company’s stock valued at $761,662,000 after buying an additional 1,024,634 shares in the last quarter. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Vertiv Stock Performance

Vertiv stock opened at $258.80 on Friday. The company’s 50-day moving average price is $213.20 and its 200-day moving average price is $180.61. The company has a quick ratio of 1.22, a current ratio of 1.55 and a debt-to-equity ratio of 0.73. The company has a market cap of $99.02 billion, a PE ratio of 75.89, a price-to-earnings-growth ratio of 1.31 and a beta of 2.02. Vertiv Holdings Co. has a twelve month low of $53.60 and a twelve month high of $276.78.

Vertiv (NYSE:VRT) last released its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, topping the consensus estimate of $1.29 by $0.07. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The company had revenue of $2.88 billion during the quarter, compared to analyst estimates of $2.89 billion. During the same quarter last year, the business posted $0.99 earnings per share. The firm’s revenue was up 22.7% on a year-over-year basis. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. On average, equities research analysts forecast that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Tuesday, March 17th will be issued a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date is Tuesday, March 17th. Vertiv’s dividend payout ratio is presently 7.33%.

Wall Street Analyst Weigh In

VRT has been the topic of several recent analyst reports. Barclays lifted their price objective on shares of Vertiv from $200.00 to $281.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Roth Mkm reiterated a “buy” rating and issued a $275.00 price target on shares of Vertiv in a report on Thursday, February 12th. Citigroup boosted their price target on shares of Vertiv from $220.00 to $286.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $281.00 price objective on shares of Vertiv in a report on Thursday, February 12th. Finally, Mizuho lifted their target price on Vertiv from $198.00 to $290.00 and gave the stock an “outperform” rating in a report on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $230.28.

Insider Buying and Selling

In related news, EVP Anders Karlborg sold 30,487 shares of the firm’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $246.92, for a total value of $7,527,850.04. Following the completion of the sale, the executive vice president directly owned 34,746 shares in the company, valued at $8,579,482.32. This trade represents a 46.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Chairman David M. Cote sold 40,000 shares of the business’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the transaction, the chairman owned 22,258 shares in the company, valued at $5,682,244.82. This trade represents a 64.25% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 489,761 shares of company stock valued at $123,356,815 over the last 90 days. 2.63% of the stock is currently owned by insiders.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv rolled out OneCore, a digital-twin platform targeting high-density AI data centers — a strategic product that addresses faster buildouts for AI infrastructure and supports longer-term demand for Vertiv’s power/cooling systems. Vertiv (VRT) Debuts OneCore Digital Twin Platform for AI Data Centers
• Positive Sentiment: New industrial‑grade UPS design aimed at commercial markets expands Vertiv’s addressable market outside hyperscale data centers — a product-cycle catalyst that can support revenue growth and margin mix over time. Vertiv introduces industrial-grade UPS design for commercial markets
• Positive Sentiment: Strong media and analyst attention (Forbes, Jim Cramer shout-outs, Zacks blogs) and an average “Moderate Buy” analyst rating have fueled demand and investor interest in Vertiv as an AI infrastructure play. Why Vertiv Is Outpacing Every Competitor
• Neutral Sentiment: Explanatory coverage notes Vertiv is up significantly since earnings and lays out the key drivers and estimates — useful context but not a new catalyst. Momentum can attract short-term traders as well as volatility. Why Is Vertiv (VRT) Up 12.2% Since Last Earnings Report?
• Neutral Sentiment: Broader thematic pieces place Vertiv in AI/megatrend portfolios — positive for long-term thesis but these narratives can already be priced in. Megatrends Still Matter: 3 Growth Stocks for the Next 10 Years (VRT)
• Negative Sentiment: A company director sold roughly $19M of stock — a sizable insider sale that can create near-term selling pressure and raise caution for some investors. Vertiv (NYSE:VRT) Director Sells $18,974,904.06 in Stock
• Negative Sentiment: Valuation and recent run-up: coverage highlights strong gains and elevated multiples (high P/E), which increase the risk of short-term profit-taking and sensitivity to execution/guidance misses. A Look At Vertiv Holdings Co (VRT) Valuation After Strong Recent Share Price Momentum

Vertiv Company Profile

Vertiv is a global provider of critical digital infrastructure and continuity solutions for data centers, communication networks and commercial and industrial environments. Headquartered in Columbus, Ohio, the company designs, manufactures and services equipment and software that support power availability, thermal management and IT infrastructure management for a broad set of end markets, including hyperscale and enterprise data centers, colocation providers, telecom operators and industrial customers.

The company’s product portfolio includes uninterruptible power supplies (UPS), power distribution units (PDUs), battery and DC power systems, precision cooling and thermal management equipment, racks and enclosures, and integrated modular infrastructure.